See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,070 | $89,753+76.1% | $107,525+47.0% | $84,808+86.4% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 15.06% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $29,236 | $3,113+839.0% | $3,754+678.9% | $2,631+1011.2% |
| Participant deferral / active EE | $937 | $4,056-76.9% | $5,116-81.7% | $4,212-77.8% |
| Admin fee / account holder | $3,908 | $7,222-45.9% | $8,919-56.2% | $7,344-46.8% |